Welcome2019-06-10T21:30:25+00:00

Timeliness. Quality. Consistency.

Panagiotu Pension Advisors provides expertly designed retirement plans that help businesses maximize tax deductions while staying within IRS and Department of Labor regulations. We handle the legal, accounting and compliance aspects of 401(k) and other types of retirement plans. Timeliness. Quality. Consistency. These are hallmarks of the service we provide.
For Advisors
For Plan Sponsors

The Difference is in the Design

A properly designed retirement plan works for you — even when you are done working. At PPA, expertise in retirement plan design sets us apart in the retirement plan industry. With a staff of 45 professionals from attorneys and CPAs to senior and mid-level administrators, PPA has the human capital necessary to build and service retirement plans for any size business. We invite you to browse our website and learn more about how we can assist you in customizing a retirement plan that best fits your organization’s goals.

About Us

Our Services

Defined Contribution & Defined Benefit Services

PPA provides a full range of plan design, administration, compliance and fiduciary services for all types of retirement plans including:

  • 401(k) Plans

  • Cash Balance Plans

  • Defined Benefit Plans

  • 403(b) Plans for Non-Profits

  • 457 Plans for Government Organizations

  • Profit Sharing Plans

  • Deferred Compensation Plans

Fiduciary & Trustee Services

The Department of Labor estimates that over 75% of retirement plan trustees are not effectively meeting their fiduciary responsibilities. Most trustees are also unaware that they can be held personally liable for being out of compliance. PPA can ensure that clients are equipped with the tools to meet those obligations through our Trustee Services program. By combining the role of the plan’s administrative trustee with legal expertise of PPA’s attorneys, the program virtually eliminates plan sponsor fiduciary liability. From beginning to end, we will manage:

  • The documentation and monitoring of Trustee functions

  • Assist current trustees, identify and communicate their fiduciary responsibilities

  • Provide compliance solutions that meet all governing legal requirements

An Accomplished Team of Specialists

PPA has built a leadership position in the retirement services industry over the span of 30 years. Our staff brings a wealth of experience to all aspects of retirement plan administration and to every client relationship.

Meet the Team

An Accomplished Team of Specialists

PPA has built a leadership position in the retirement services industry over the span of 30 years. Our staff brings a wealth of experience to all aspects of retirement plan administration and to every client relationship.

Meet the Team

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